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CB Financial Services

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All the services, and the experience

Managing your wealth takes time, consideration, and experience—and CB Financial Services will make sure your hard-earned wealth is in good hands. We offer comprehensive and customizable financial services that will help turn your unique goals into a very attainable reality.

Asset Management

Insurance Solutions

Retirement Solutions

Retirement Planning

Retirement Income Strategies

Traditional and Roth IRAs

Business Solutions

Business Retirement Plans

Key Person Insurance

Business Succession Planning

Deferred Compensation Plans

Contact Us

Our network of dedicated financial advisors provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services nor any of its Representatives may give legal or tax advice
2 Advisory services may only be offered by Investment Adviser Representatives.
3 Do not send personal information via email as it is not secure.